Streamline your inventory management effortlessly with the Sortly app's Quick Actions tool. No more tedious manual tracking—simply utilize QR codes or barcodes assigned to your items, or move items manually if preferred. Just select a folder and scan items to instantly "check out" or "move" them. Alternatively, you can manually move items using the Sortly web or mobile app without relying on QR codes or barcodes.
To use this feature, ensure your items are connected to existing barcodes or QR codes or generate custom labels using Sortly. If you prefer, manually input item details directly in the app to move them without using a scanner.
Return to Origin
Easily keep your inventory organized with folders and subfolders, so you can quickly find items by their name, description, or photo. When wrapping up a project, returning tools or equipment to their original folders can feel like a hassle, especially if you’re dealing with multiple items and folders. That’s where the new "Return to Origin" feature comes in! With just one click, you can send items back to their original folders without the guesswork. It’s a simple way to save time, avoid misplaced items, and always know exactly where your inventory is.
Enable Feature
To start using the Return to Origin feature, simply turn it on in your settings. Head to the Feature Control Page within the Settings panel and toggle it on. Please note that Return to Origin will need to be enabled on Web before it can be used on Mobile.
How to Use the Return to Origin Feature
Adding an item
- Click the Add Item button and fill out the details of the item.
- At the bottom, select the folder you want as the Origin folder and click Set Origin.
- Click Add Item.
-
Click into the item to see the Origin Folder
Editing the Origin for a Single Item
- Click the Edit button at the top right
- Then, click the Edit button next to the Origin
- Choose a new Origin folder and click Confirm
Editing the Origin for Multiple Items
- Select multiple items
- Then, from the Bulk Edit bar, choose Edit
- Choose Add/Replace for the Origin
- Choose the Origin Folder for these items and click Apply
- Now, these items will have Warehouse 1 as the Origin Folder
Returning a Single Item
Once activated, you can effortlessly send an item back to its original folder by clicking the three dots next to it and selecting Return to Origin.
-
If an origin folder has not been selected:
-
Specify the quantity of items to return.
-
Provide a reason for the return.
-
Select the origin folder where the item should be returned.
-
Click Set & Return to complete the process.
-
-
If an origin folder has been selected:
-
Specify the quantity of items to return.
-
Provide a reason for the return.
-
View the breadcrumb trail to confirm the destination folder.
-
Click Return to finalize.
-
Returning Multiple Items in Bulk
To return multiple items at once, follow these steps:
-
Navigate to the folder containing the items you’d like to return.
-
Select the items you wish to return.
-
Click on the three dots and choose Return to Origin.
-
A modal will appear where you can:
-
View each selected item.
-
Set the origin folder for items that do not have one pre-selected.
-
Specify the quantity of each item to return.
-
Add a reason for the return (optional).
-
Include transaction notes (optional).
-
-
Click Return to complete the bulk return process.
How to Move Items
Web
Moving One Item
- Click the move icon on the item
- Select the quantity to be moved, specify the reason for the move, and choose the destination folder for the item
Moving Multiple Items in One Folder
Moving items in bulk can significantly streamline your workflow, saving time and effort when managing large quantities of data or physical objects. This process involves selecting multiple items, specifying the desired quantity, providing a reason for the move, and designating a destination folder or location.
- Start by selecting the items you want to move. Click the checkbox in the upper left of each item to activate the Bulk Edit bar and click Move
- Select the quantity to be moved, specify the reason for the move, and choose the destination folder for the items
Moving Multiple Items in Different Folders
- Head to Advanced Search and choose your criteria for the search and click Apply Filters
- Select the items you want to move. Click the checkbox in the upper left of each item to activate the Bulk Edit bar and click Move.
- Select the quantity to be moved, specify the reason for the move, and choose the destination folder for the items.
Mobile
In this example, we will move items from our Available Inventory to one of our Store folders.
- From the Available Inventory folder, click on the scanner icon at the top right
- Choose a saved Move to Folder option or create a new Quick Action
- Scan the code of the item you want to move/check out, and it will automatically go to the folder you chose.
Video Walkthrough
FAQ
How do I enable the Return to Origin feature?
You can enable this feature by navigating to the Feature Control Page within the Settings panel and toggling on the Return to Origin option.
What happens if I haven't specified an origin folder for an item?
If an origin folder hasn’t been selected, you can specify the quantity of items to return, provide a reason, select the desired origin folder, and then choose "Set & Return."
Will I be able to see where items are being returned?
Yes! When using the Return to Origin feature, you can view the breadcrumb trail for each item, allowing you to see exactly where they will be returned.